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Using Momentum To Outperform The S&P 500 - Video Illustration

In this video, I discuss the effectiveness of measuring the monthly momentum of the S&P 500 to determine the optimal exposure to equities, which serves to avoid prolonged market downturns and allow full participation in periods where the markets perform well, thus increasing the long term return while minimizing risk.

Investment Strategy: Active Management

We offer a proprietary actively managed account program which utilizes a tactical asset allocation strategy. With this approach, we seek to increase overall long-term market returns by limiting portfolio volatility. Visit our comprehensive market insight blog posts for more details

Why Take An Active Approach?

The recent bear markets in the last couple of decades derailed the financial goals and dreams of many investors. Without a proven strategy to hedge against market risk, many saw their investment portfolios cut almost in half. What’s worse, many liquidated their investments at or near market lows, thus missing out on the opportunity to recapture what was lost. An active management approach helps to prevent this. By not committing to be in or out of the stock market in a given period, we take calculated risk in order to participate during market advances and protect capital in times of market downturns.

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DISCLAIMER

AXCEL CAPITAL MANAGEMENT, LLC IS A REGISTERED INVESTMENT ADVISOR IN THE STATE OF MARYLAND. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN. 

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